MWM
Modera Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Sell |
25,932
-2,682
| -9% | -$87.5K | 0.01% | 356 |
|
|
2025
Q1 | $842K | Sell |
28,614
-1,719
| -6% | -$50.6K | 0.01% | 346 |
|
|
2024
Q4 | $979K | Sell |
30,333
-2,212
| -7% | -$71.4K | 0.01% | 331 |
|
|
2024
Q3 | $1.12M | Sell |
32,545
-2,795
| -8% | -$96.5K | 0.01% | 294 |
|
|
2024
Q2 | $1.18M | Sell |
35,340
-18,644
| -35% | -$624K | 0.02% | 273 |
|
|
2024
Q1 | $2M | Sell |
53,984
-1,855
| -3% | -$68.8K | 0.03% | 227 |
|
|
2023
Q4 | $1.94M | Sell |
55,839
-1,902
| -3% | -$65.9K | 0.03% | 225 |
|
|
2023
Q3 | $1.78M | Sell |
57,741
-2,344
| -4% | -$72.1K | 0.03% | 225 |
|
|
2023
Q2 | $2.05M | Buy |
60,085
+17,027
| +40% | +$581K | 0.04% | 222 |
|
|
2023
Q1 | $1.29M | Buy |
43,058
+1,293
| +3% | +$38.7K | 0.05% | 131 |
|
|
2022
Q4 | $1.29M | Buy |
41,765
+5,813
| +16% | +$180K | 0.05% | 128 |
|
|
2022
Q3 | $958K | Sell |
35,952
-532
| -1% | -$14.2K | 0.05% | 139 |
|
|
2022
Q2 | $1.06M | Sell |
36,484
-76
| -0.2% | -$2.21K | 0.05% | 139 |
|
|
2022
Q1 | $1.37M | Sell |
36,560
-13,334
| -27% | -$499K | 0.06% | 131 |
|
|
2021
Q4 | $1.88M | Buy |
49,894
+20,351
| +69% | +$765K | 0.07% | 123 |
|
|
2021
Q3 | $879K | Buy |
29,543
+5,958
| +25% | +$177K | 0.05% | 115 |
|
|
2021
Q2 | $757K | Buy |
23,585
+5
| +0% | +$160 | 0.04% | 122 |
|
|
2021
Q1 | $758K | Sell |
23,580
-8,097
| -26% | -$260K | 0.05% | 115 |
|
|
2020
Q4 | $958K | Buy |
+31,677
| New | +$958K | 0.08% | 97 |
|
|
2020
Q2 | – | Sell |
-11,199
| Closed | -$214K | – | 154 |
|
|
2020
Q1 | $214K | Buy |
11,199
+1,182
| +12% | +$22.6K | 0.04% | 137 |
|
|
2019
Q4 | $242K | Sell |
10,017
-573
| -5% | -$13.8K | 0.04% | 131 |
|
|
2019
Q3 | $245K | Buy |
10,590
+2,124
| +25% | +$49.1K | 0.04% | 121 |
|
|
2019
Q2 | $218K | Buy |
+8,466
| New | +$218K | 0.04% | 131 |
|
|
2017
Q4 | – | Sell |
-11,358
| Closed | -$205K | – | 134 |
|
|
2017
Q3 | $205K | Sell |
11,358
-1,272
| -10% | -$23K | 0.05% | 126 |
|
|
2017
Q2 | $230K | Sell |
12,630
-8,361
| -40% | -$152K | 0.06% | 105 |
|
|
2017
Q1 | $326K | Sell |
20,991
-13,083
| -38% | -$203K | 0.08% | 85 |
|
|
2016
Q4 | $408K | Buy |
34,074
+156
| +0.5% | +$1.87K | 0.14% | 67 |
|
|
2016
Q3 | $345K | Buy |
33,918
+10,506
| +45% | +$107K | 0.12% | 76 |
|
|
2016
Q2 | $204K | Sell |
23,412
-11,340
| -33% | -$98.8K | 0.07% | 99 |
|
|
2016
Q1 | $298K | Buy |
+34,752
| New | +$298K | 0.1% | 82 |
|